Workspace administrators can set up an import to enter data into a module from a TXT or CSV file. You can also import from a ZIP file as long as it contains only one file in a TXT or CSV format.
You must be in Grid view for the module into which you want to import. You can import line items in Blueprint view, but not other module data.
Note: You can also import module data from another model.
To import into a module from a file:
When the import completes, or if you cancel the import, an Import Completed dialog displays. This reports how many items imported successfully and any that did not. You can open the Details tab for a detailed report or select Close to exit the dialog.
You can then publish the import action to a dashboard or add it to a page in the user experience.
Note: Import never overwrites formulas, so totals and formulas display as ignored.
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